Occidental Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Occidental Asset Management, LLC
- $785 Million
- Q3 2025
A detailed history of Occidental Asset Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Occidental Asset Management, LLC holds 6,218 shares of UMAR stock, worth $243,869. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,218
Previous 6,218
-0.0%
Holding current value
$243,869
Previous $233,000
3.86%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding UMAR
# of Institutions
72Shares Held
4.7MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.56MShares$61 Million0.84% of portfolio
-
Talon Private Wealth, LLC The Villages, FL908KShares$35.6 Million4.71% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE293KShares$11.5 Million0.83% of portfolio
-
Mgo One Seven LLC Beachwood, OH237KShares$9.29 Million0.23% of portfolio
-
Lantz Financial LLC195KShares$7.65 Million1.81% of portfolio